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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Aspire Private Capital, LLC

Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0001437749-25-012604

Total Value
$402.1M
Positions
174
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (174)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A649813,310$20.8M5.17%
2SSGA ACTIVE TR78470P507778,334$20.1M5.01%
3VANGUARD TAX-MANAGED FDS921943858379,644$19.3M4.80%
4VANGUARD INDEX FDS92290873650,044$18.6M4.61%
5VANGUARD INDEX FDS92290874499,993$17.3M4.30%
6SPDR INDEX SHS FDS78463X889383,584$14.0M3.47%
7SPDR INDEX SHS FDS78463X509299,994$11.8M2.94%
8SSGA ACTIVE TR78470P408230,882$11.7M2.91%
9VANGUARD MUN BD FDS922907746219,812$10.9M2.71%
10VANGUARD CHARLOTTE FDS92203J407218,684$10.7M2.65%
11SPDR S&P 500 ETF TRSPY17,745$9.9M2.47%
12VANGUARD BD INDEX FDS921937827115,762$9.1M2.25%
13APPLE INCAAPL30,024$6.7M1.66%
14VANGUARD INTL EQUITY INDEX F922042858143,790$6.5M1.62%
15SPDR SER TR78464A85490,428$5.9M1.48%
16SPDR SER TR78468R440211,192$5.9M1.46%
17SPDR SER TR78468R861287,760$5.5M1.37%
18SPDR SER TR78468R515207,988$5.0M1.25%
19MICROSOFT CORPMSFT13,143$4.9M1.23%
20VANGUARD SCOTTSDALE FDS92206C771105,151$4.9M1.21%
21SSGA ACTIVE ETF TR78467V608115,416$4.7M1.18%
22VANGUARD INDEX FDS92290875121,335$4.7M1.18%
23NVIDIA CORPORATIONNVDA43,345$4.7M1.17%
24VANGUARD BD INDEX FDS92193781957,419$4.4M1.09%
25VANGUARD BD INDEX FDS92193779362,272$4.4M1.09%
26VANGUARD MUN BD FDS92290773838,476$3.8M0.95%
27SPDR SER TR78464A367166,679$3.8M0.94%
28ISHARES TR46434V61377,203$3.6M0.88%
29SPDR GOLD TRGLD12,089$3.5M0.87%
30SPDR SER TR78468R66335,359$3.2M0.81%
31SPDR INDEX SHS FDS78463X10373,364$3.2M0.80%
32DUKE ENERGY CORP NEWDUKB24,463$3.0M0.74%
33AMAZON COM INCAMZN15,259$2.9M0.72%
34ALPHABET INCGOOG18,302$2.8M0.70%
35SPDR SER TR78464A84754,697$2.8M0.70%
36ISHARES TR4642872004,947$2.8M0.69%
37ISHARES TR46432F33916,043$2.7M0.68%
38SPDR SER TR78464A391135,952$2.7M0.68%
39ISHARES TR46428841425,237$2.7M0.66%
40CINTAS CORPCTAS12,488$2.6M0.64%
41DIMENSIONAL ETF TRUST25434V86452,599$2.5M0.62%
42SPDR INDEX SHS FDS78463X87178,114$2.5M0.62%
43WELLS FARGO CO NEW94974610131,040$2.2M0.55%
44META PLATFORMS INCMETA3,863$2.2M0.55%
45UNITED PARCEL SERVICE INCUPS18,045$2.0M0.49%
46ISHARES TR46428730920,733$1.9M0.48%
47ELI LILLY & COLLY2,296$1.9M0.47%
48KROGER COKR27,475$1.9M0.46%
49BLACKROCK ETF TRUSTBLK36,726$1.8M0.45%
50INTERACTIVE BROKERS GROUP IN45841N10710,305$1.7M0.42%
51PHILIP MORRIS INTL INC71817210910,633$1.7M0.42%
52SPDR SER TR78468R85341,307$1.7M0.42%
53ABBVIE INCABBV7,972$1.7M0.42%
54SPDR SER TR78464A37548,815$1.6M0.40%
55SPDR SER TR78464A66459,251$1.6M0.40%
56BANK NEW YORK MELLON CORP06405810018,752$1.6M0.39%
57VISA INCV4,262$1.5M0.37%
58BROADCOM INCAVGO8,843$1.5M0.37%
59MCKESSON CORPMCK2,182$1.5M0.37%
60RESTAURANT BRANDS INTL INC76131D10321,789$1.5M0.36%
61SPDR SER TR78468R62215,175$1.4M0.36%
62ORACLE CORPORCL-PD10,260$1.4M0.36%
63BOSTON SCIENTIFIC CORPBSX13,267$1.3M0.33%
64AMERICAN EXPRESS COAXP4,863$1.3M0.33%
65T-MOBILE US INCTMUSZ4,899$1.3M0.32%
66TRANE TECHNOLOGIES PLCTT3,874$1.3M0.32%
67DIAMONDBACK ENERGY INCFANG8,031$1.3M0.32%
68ISHARES TR46428887721,782$1.3M0.32%
69VANGUARD WELLINGTON FD92193587011,976$1.2M0.30%
70HOME DEPOT INCHD3,258$1.2M0.30%
71KEURIG DR PEPPER INCKDP34,387$1.2M0.29%
72JPMORGAN CHASE & CO.VYLD4,776$1.2M0.29%
73PULTE GROUP INC74586710110,838$1.1M0.28%
74UBER TECHNOLOGIES INCUBER15,259$1.1M0.28%
75PARKER-HANNIFIN CORPPH1,820$1.1M0.28%
76ROYAL CARIBBEAN GROUPV7780T1035,352$1.1M0.27%
77IQVIA HLDGS INCIQV6,228$1.1M0.27%
78DIMENSIONAL ETF TRUST25434V70832,889$1.1M0.27%
79UNITEDHEALTH GROUP INCUNH2,061$1.1M0.27%
80VANGUARD INDEX FDS9229087693,926$1.1M0.27%
81SALESFORCE INCCRM4,003$1.1M0.27%
82VANGUARD BD INDEX FDS92193783514,486$1.1M0.26%
83ISHARES TR46428865310,194$1.1M0.26%
84DELL TECHNOLOGIES INCDELL11,400$1.0M0.26%
85L3HARRIS TECHNOLOGIES INCLHX4,808$1.0M0.25%
86TJX COS INC NEW8725401098,192$997,7850.25%
87VERTIV HOLDINGS COVRT13,584$980,7650.24%
88ISHARES TR4642874085,120$975,8240.24%
89EXXON MOBIL CORPXOM8,102$963,5910.24%
90KIMBERLY-CLARK CORPKMB6,628$942,6980.23%
91PPL CORPPPLC25,619$925,1040.23%
92DELTA AIR LINES INC DELDAL21,032$917,0120.23%
93IRON MTN INC DEL46284V10110,569$909,3430.23%
94REINSURANCE GRP OF AMERICA I7593516044,609$907,5490.23%
95FISERV INCFISV4,101$905,6240.23%
96GAMING & LEISURE PPTYS INC36467J10817,535$892,5180.22%
97SERVICENOW INCNOW1,119$890,8810.22%
98SYSCO CORPSYY11,633$872,9030.22%
99SPDR SER TR78468R10129,705$868,5770.22%
100SPDR SER TR78464A47428,835$867,9230.22%
101BANK AMERICA CORP06050510420,616$860,3040.21%
102ISHARES TR4642888858,431$843,1270.21%
103ESSENTIAL UTILS INC29670G10221,176$837,0870.21%
104SPDR INDEX SHS FDS78463X74918,531$808,6820.20%
105LOWES COS INC5486611073,454$805,4850.20%
106TRUIST FINL CORP89832Q10919,104$786,1110.20%
107ENBRIDGE INCENNPF17,704$784,4760.20%
108ADOBE INCADBE2,043$783,5520.19%
109WORKDAY INCWDAY3,329$777,4210.19%
110CENTERPOINT ENERGY INCCNP21,285$771,1560.19%
111DISNEY WALT CO2546871067,438$734,1140.18%
112LINDE PLCLIN1,571$731,3960.18%
113LAM RESEARCH CORPLRCX10,054$730,9100.18%
114GRAPHIC PACKAGING HLDG COGPK28,093$729,3020.18%
115VANGUARD STAR FDS92190976811,652$723,6040.18%
116ISHARES TR4642885887,608$713,4670.18%
117ISHARES TR46432F3963,377$682,6690.17%
118VANGUARD SCOTTSDALE FDS92206C70611,436$679,3050.17%
119SCHLUMBERGER LTDSLB16,065$671,5270.17%
120ISHARES TR4642871012,426$657,1150.16%
121SPDR SER TR78468R60626,665$624,4920.16%
122DIMENSIONAL ETF TRUST25434V56711,569$615,1180.15%
123BLACKROCK ETF TRUST IIBLK10,485$549,2030.14%
124BRISTOL-MYERS SQUIBB COCELG-RI8,771$534,9580.13%
125VANGUARD SCOTTSDALE FDS92206C8706,464$528,5030.13%
126AT&T INCT-PC18,132$512,7760.13%
127PEPSICO INCPEP3,255$488,0310.12%
128DIMENSIONAL ETF TRUST25434V85610,969$461,8990.11%
129ISHARES INC46434G1038,551$461,4950.11%
130DIMENSIONAL ETF TRUST25434V87210,901$458,4870.11%
131DIMENSIONAL ETF TRUST25434V5758,763$457,8770.11%
132ISHARES TR4642877213,236$454,4860.11%
133ISHARES GOLD TRIAU7,677$452,6360.11%
134MERCK & CO INCMRK4,899$439,7490.11%
135ISHARES INC46434G7647,859$432,9560.11%
136BERKSHIRE HATHAWAY INC DELBRK-A813$432,8210.11%
137INGREDION INCINGR3,199$432,4910.11%
138ANNALY CAPITAL MANAGEMENT INNLY-PJ20,612$418,6290.10%
139PAYPAL HLDGS INCPYPL5,818$379,6250.09%
140FIFTH THIRD BANCORPFITBM9,338$366,0500.09%
141DOUGLAS EMMETT INCDEI22,871$365,9290.09%
142COMCAST CORP NEWCCZ9,821$362,3950.09%
143ISHARES TR464287614992$358,2010.09%
144GENUINE PARTS COGPC3,001$357,5220.09%
145NORFOLK SOUTHN CORP6558441081,473$348,8760.09%
146CONOCOPHILLIPSCOP3,153$331,1320.08%
147AUTOMATIC DATA PROCESSING INADP1,039$317,4460.08%
148SUBURBAN PROPANE PARTNERS LSPH15,019$315,5590.08%
149ISHARES TR4642875981,660$312,3460.08%
150CAESARS ENTERTAINMENT INC NE12769G10012,311$307,7750.08%
151PPG INDS INC6935061072,784$304,3880.08%
152ISHARES INC46434G8896,394$299,0930.07%
153VAIL RESORTS INCMTN1,821$291,4540.07%
154INGERSOLL RAND INCIR3,594$287,6280.07%
155DISCOVER FINL SVCS2547091081,683$287,2330.07%
156DIMENSIONAL ETF TRUST25434V8318,586$284,5330.07%
157ELEVANCE HEALTH INCELV648$281,9570.07%
158FORTUNE BRANDS INNOVATIONS IFBIN4,559$277,5260.07%
159ISHARES TR46434V8037,504$272,3130.07%
160SELECT SECTOR SPDR TR81369Y8031,296$267,5940.07%
161VERIZON COMMUNICATIONS INCVZ5,899$267,5700.07%
162DIMENSIONAL ETF TRUST25434V7999,281$257,7400.06%
163ISHARES TR46432F3882,273$242,4610.06%
164DIMENSIONAL ETF TRUST25434V8158,468$238,3750.06%
165COLGATE PALMOLIVE COCL2,499$234,1520.06%
166ISHARES TR46429B6972,494$233,5590.06%
167WALMART INCWMT2,654$233,0260.06%
168ISHARES TR4642881582,150$227,0400.06%
169BLACKROCK ETF TRUST IIBLK4,209$208,4720.05%
170WELLTOWER INCWELL1,350$206,7940.05%
171INTERNATIONAL BUSINESS MACHSINTR826$205,3830.05%
172DIMENSIONAL ETF TRUST25434V5833,843$205,3160.05%
173ISHARES TR46429B2678,898$204,5300.05%
174PHILLIPS 66PSX1,656$204,4830.05%